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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$67.60
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets129.24B
Hartford Climate Opportunities F
Price$17.28
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets121.07M
CWIAX vs HEOFX Comparison Chart
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CWIAX vs. HEOFX commentary
Jun 01, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIAX is a Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 129B vs. HEOFX (121M). CWIAX pays higher dividends than HEOFX: CWIAX (1.52) vs HEOFX (0.75). CWIAX was incepted earlier than HEOFX: CWIAX (23 years) vs HEOFX (8 years). HEOFX (0.79) and CWIAX (0.78) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). CWIAX annual gain was more profitable for investors over the last year : 6.38 vs. HEOFX (2.34). HEOFX return over 5 years is better than : 66.98 vs. CWIAX (55.57).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.79 | 99% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 7.184 | 6.733 | 107% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 121M | 106,612% |
| Annual Yield % from dividends | 1.52 | 0.75 | 204% |
| Returns for 1 year | 6.38 | 2.34 | 273% |
| Returns for 3 years | 29.49 | 20.16 | 146% |
| Returns for 5 years | 55.57 | 66.98 | 83% |
| Returns for 10 years | 69.33 | N/A | - |
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